Patel describes CoreWeave converting a crypto facility with 200 megawatt gas plant into seven data center buildings.
“And one of these crypto data centers has a, like, a 200 megawatt natural gas plant in the middle of, like, seven buildings. Right? And each of these buildings is a data center.”
Patel reports CoreWeave has over 200,000 GPUs, billions in revenue, $20 billion valuation, and plans to IPO in 2025.
“CoreWeave now has, like, 200 k plus GPUs. Right? Like Yeah. A lot of GPUs. Right? They're doing, like, you know, billions of dollars of revenue.”
Patel describes a 10,000+ GPU customer whose engineers preferred CoreWeave infrastructure over their acquirer's hyperscaler setup.
“What's what's funny is there was a customer that had more than 10,000 GPUs with you. They got acquired. They had to start using some clusters at their acquiring company, the company that acquired them.”
Patel distinguishes neo clouds between hyperscaler deals like CoreWeave and on-demand services like Lambda.
“There's other neo clouds who do a lot of on demand services. Right? Like Lambda. There's so there's a wide range of Neo Clouds.”
Patel says CoreWeave was the only Platinum recipient among roughly 40 cloud companies tested by SemiAnalysis.
“Semi Analysis ClusterMax Platinum. The only recipient of Platinum, you know, we had about six gold recipients and we tested roughly 40 different cloud companies, but CoreWeave was the only one that achieved Platinum.”
Patel says SemiAnalysis reported CPO on accelerator scale-up, not scale-out switches
“@pequityresearch We said CPO on accelerator scale up. We never said CPO on scale out switches.”